There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]
A Personal Owner’s Manual — When and Why
There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]
Our Memories are Not in Our Things — They are Inside of Us
There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]
It’s Not Too Late to CARE(S)
There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]
A Simple Thank You
There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]
Six Things I Learned in 2020
There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]
Hear Personal Money Manager™ on the Taxgirl® Podcast
As 2020 draws to a close (do I hear a cheer?), here’s something for those who, when it comes to paperwork organizing, would rather listen than read. I had the pleasure of appearing as a guest on the Taxgirl® podcast here. (Shout out to a colleague and loyal newsletter reader who recommended me to Kelly Phillips Erb, aka Taxgirl® .) …
Full Faith & Confidence
I lost my mom in 2013, though the Alzheimer’s that gradually took her away makes it seem like several years before that. Remembering Mom Spending time with my grown daughters recently, I asked them if they had any “lessons learned” from their grandmother, my Mom. Stories emerged, from her amazing matzoh ball soup to her zany ways of seeing things …
Here’s the Scoop: Becoming a Financial Organizer
From reporter to financial organizer I learned two important lessons from an earlier career as a writer and reporter. First, shut up and listen! If I didn’t have the “who, what, when, where, and why” plus a few good quotes by interview’s end, I was sunk. No story, no scoop. Second lesson: Always be curious and eager to learn. Two …
6 Signs That You’re a Daily Money Manager
I’m Karen R. Caccavo, and I’m a Daily Money Manager (also called a financial organizer). I woke up recently with an earworm that I couldn’t shake. What was the tune stuck in my head? Aha! It was the music on hold for E*Trade! After all, the day before, it was my soundtrack for 45 minutes while waiting for a live …